See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE COMPA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,052 | $89,652-46.4% | $141,162-66.0% | $65,185-26.3% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.5%-23.9pp | 70.2%-11.6pp |
| Annual return | 5.28% | 32.79%-27.5pp | 71.39%-66.1pp | 29.38%-24.1pp |
| Employer contribution / active EE | $682 | $3,065-77.7% | $4,735-85.6% | $2,177-68.7% |
| Participant deferral / active EE | $2,613 | $5,691-54.1% | $6,709-61.1% | $3,514-25.6% |
| Admin fee / account holder | $153 | $569-73.1% | $10,261-98.5% | $847-82.0% |